Corient Private Wealth
FLEX icon

Corient Private Wealth’s Flex FLEX Stock Holding History

Corient Private Wealth’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.41M Sell
21,617
-21,501
-50% -$1.38M ﹤0.01% 1451
2025
Q4 		$2.61M Buy
43,118
+13,520
+46% +$835K ﹤0.01% 1384
2025
Q3 		$1.72M Buy
29,598
+3,523
+14% +$187K ﹤0.01% 1140
2025
Q2 		$1.3M Buy
26,075
+11,569
+80% +$451K ﹤0.01% 1238
2025
Q1 		$480K Buy
14,506
+6,194
+75% +$243K ﹤0.01% 1619
2024
Q4 		$319K Buy
8,312
+157
+2% +$5.81K ﹤0.01% 1861
2024
Q3 		$273K Sell
8,155
-1,065
-12% -$32.7K ﹤0.01% 2055
2024
Q2 		$272K Buy
9,220
+680
+8% +$20.4K ﹤0.01% 1967
2024
Q1 		$244K Sell
8,540
-1,167
-12% -$30.6K ﹤0.01% 2002
2023
Q4 		$223K Buy
+9,707
New +$194K ﹤0.01% 2015

Other funds holding FLEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Corient Private Wealth's FLEX Position: Q1 2026 in Review

Corient Private Wealth reduced its Flex (FLEX) stake by 50% in Q1 2026, selling an estimated $1.38M and leaving 21,617 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Corient Private Wealth first reported a position in FLEX in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.61M in Q4 2025. 783 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

  • Corient Private Wealth held 21,617 shares of Flex worth $1.41M as of Q1 2026.
  • Corient Private Wealth sold 21,501 Flex shares in Q1 2026, an estimated $1.38M.
  • Flex made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1451 holding.
  • Corient Private Wealth first reported a position in Flex in Q4 2023 and has held it in 10 quarters since.
  • Corient Private Wealth's Flex position peaked at $2.61M in Q4 2025.
  • 783 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.